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iShares Russell 1000 Growth ETF

1,594 hedge funds and large institutions have $42.8B invested in iShares Russell 1000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 565 increasing their positions, 592 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $97.1M | Put options by funds: $93.3M

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 592

4% less funds holding

Funds holding: 1,6601,594 (-66)

6.03% less ownership

Funds ownership: 306.95%300.92% (-6%)

9% less funds holding in top 10

Funds holding in top 10: 179163 (-16)

20% less capital invested

Capital invested by funds: $53.2B → $42.8B (-$10.4B)

33% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 135

Holders
1,594
Holders Change
-66
Holders Change %
-3.98%
% of All Funds
26.85%
Holding in Top 10
163
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.94%
% of All Funds
2.75%
New
90
Increased
565
Reduced
592
Closed
135
Calls
$97.1M
Puts
$93.3M
Net Calls
+$3.79M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
551
Main Street Financial Solutions
Pennsylvania
$2.36M -$35.1K -584 -1%
CWM
552
Calamos Wealth Management
Illinois
$2.35M +$138K +2,296 +6%
AssetMark Inc
553
AssetMark Inc
California
$2.35M +$2.55M +42,496 +8,708%
HGERS
554
Householder Group Estate & Retirement Specialist
Arizona
$2.35M +$149K +2,476 +6%
LC
555
Landaas & Company
Wisconsin
$2.32M +$79K +1,316 +3%
CFG
556
Cooper Financial Group
California
$2.32M -$108K -1,804 -4%
PCA
557
Personal Capital Advisors
California
$2.32M -$52.6K -876 -2%
QPWM
558
Quadrant Private Wealth Management
Pennsylvania
$2.31M +$202K +3,364 +9%
FNT
559
First National Trust
Pennsylvania
$2.31M +$220K +3,668 +10%
CIA
560
Choate Investment Advisors
Massachusetts
$2.3M
WTB
561
Washington Trust Bank
Washington
$2.29M +$1.62M +26,976 +180%
TFS
562
TrustCore Financial Services
Tennessee
$2.28M +$1.67M +27,768 +199%
HH
563
Hilltop Holdings
Texas
$2.28M -$1.46M -24,316 -37%
CF
564
Corrigan Financial
Rhode Island
$2.26M -$19.2K -320 -0.8%
CIC
565
Carnegie Investment Counsel
Ohio
$2.26M -$98.9K -1,648 -4%
EAM
566
Evanson Asset Management
California
$2.25M -$103K -1,708 -4%
FFG
567
Fullen Financial Group
Ohio
$2.24M -$2.4K -40 -0.1%
ICMP
568
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.24M -$34.8K -580 -1%
FUBT
569
First United Bank & Trust
Maryland
$2.24M -$66.8K -1,112 -3%
FWP
570
FAS Wealth Partners
Kansas
$2.23M -$20.4K -340 -0.8%
PCWA
571
Pacific Capital Wealth Advisors
California
$2.23M -$23.5K -392 -1%
WP
572
WealthShield Partners
North Carolina
$2.22M +$657K +10,940 +37%
NFC
573
Northeast Financial Consultants
Connecticut
$2.22M -$411K -6,840 -14%
SFA
574
Sequoia Financial Advisors
Ohio
$2.19M -$301K -5,016 -11%
AA
575
Apriem Advisors
California
$2.19M

IWF Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2022, worth a combined $42.8B — down 20% from $53.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of IWF and 90 opened new positions — a net loss of 45 holders — while 592 trimmed existing stakes and 565 added.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.21B.

  • 1,594 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2022, down from 1,660 in Q1 2022.
  • Funds reported $42.8B of iShares Russell 1000 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 90 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2022 and 135 closed out, a net change of -45 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.21B sold.

Based on aggregated 13F filings for Q2 2022.